Southern Co
SO- 交易所
- NYSE
- 產業
- Electric Services
- SEC CIK
- 0000092122
近 90 天，Southern Co 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 2,371 家機構在 13F 申報持有，市值合計 $798.9 億；沒有大師持有。
2023 年第 4 季 13F 持有人
Southern Co 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,838
- 較 2023 年第 3 季 +155 家
- 持有股數
- 7.01 億
- 較 2023 年第 3 季 +838.1 萬 (+1.2%)
- 總市值
- $491.5 億
- 較 2023 年第 3 季 +$43.2 億 (+9.6%)
- 新進機構
- 241
- 另有 648 家加碼
- 清倉機構
- 86
- 另有 711 家減碼
另有 30 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,371 | $798.9 億 |
| 2026 年第 1 季 | 2,367 | $762.2 億 |
| 2025 年第 4 季 | 2,273 | $695.7 億 |
| 2025 年第 3 季 | 2,222 | $745.5 億 |
| 2025 年第 2 季 | 2,184 | $708.1 億 |
| 2025 年第 1 季 | 2,207 | $690.2 億 |
| 2024 年第 4 季 | 2,126 | $614.5 億 |
| 2024 年第 3 季 | 2,010 | $668.7 億 |
| 2024 年第 2 季 | 1,888 | $568.0 億 |
| 2024 年第 1 季 | 1,825 | $510.1 億 |
| 2023 年第 4 季 | 1,838 | $491.5 億 |
| 2023 年第 3 季 | 1,713 | $448.6 億 |
| 2023 年第 2 季 | 1,728 | $487.6 億 |
| 2023 年第 1 季 | 1,706 | $488.1 億 |
| 2022 年第 4 季 | 1,737 | $490.8 億 |
| 2022 年第 3 季 | 1,661 | $460.4 億 |
| 2022 年第 2 季 | 1,683 | $471.5 億 |
| 2022 年第 1 季 | 1,700 | $473.3 億 |
| 2021 年第 4 季 | 1,654 | $439.2 億 |
| 2021 年第 3 季 | 1,492 | $391.1 億 |
| 2021 年第 2 季 | 1,508 | $382.7 億 |
| 2021 年第 1 季 | 1,491 | $392.3 億 |
2023 年第 4 季持有機構
每家機構持有 Southern Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Greenleaf Trust | 31,112 | $218.2 萬 | 0.02% | +2,747+9.7% | 加碼 |
| Texas Yale Capital Corp. | 31,115 | $218.2 萬 | 0.10% | +1,410+4.7% | 加碼 |
| Holderness Investments Co | 31,200 | $218.8 萬 | 0.60% | +7,837+33.5% | 加碼 |
| Forte Capital LLC | 31,320 | $219.6 萬 | 0.30% | −509−1.6% | 減碼 |
| CIBC World Markets Inc. | 31,482 | $220.8 萬 | 0.01% | −2,913−8.5% | 減碼 |
| Robbins Farley LLC | 31,550 | $221.2 萬 | 1.39% | +574+1.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 31,992 | $224.3 萬 | 0.57% | +36+0.1% | 加碼 |
| Prudential PLC | 32,159 | $225.5 萬 | 0.02% | −155−0.5% | 減碼 |
| Sowell Financial Services LLC | 32,225 | $226.0 萬 | 0.12% | +2,611+8.8% | 加碼 |
| Consolidated Portfolio Review Corp | 32,245 | $226.1 萬 | 0.52% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,400 | $226.3 萬 | 0.00% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 32,402 | $227.2 萬 | 0.14% | +297+0.9% | 加碼 |
| Hartford Financial Management Inc. | 32,447 | $227.5 萬 | 0.52% | 00.0% | 不變 |
| Vectors Research Management, LLC | 32,597 | $228.6 萬 | 0.64% | −320−1.0% | 減碼 |
| Leelyn Smith, LLC | 32,607 | $228.6 萬 | 0.50% | −1,746−5.1% | 減碼 |
| Armor Investment Advisors, LLC | 32,622 | $228.7 萬 | 1.21% | −3,001−8.4% | 減碼 |
| Hayek Kallen Investment Management | 32,635 | $228.8 萬 | 0.96% | −420−1.3% | 減碼 |
| Johnson Investment Counsel Inc | 32,770 | $229.8 萬 | 0.03% | +796+2.5% | 加碼 |
| United Services Automobile Association | 32,889 | $230.6 萬 | 0.05% | +872+2.7% | 加碼 |
| KCM Investment Advisors LLC | 33,097 | $232.1 萬 | 0.09% | −1,500−4.3% | 減碼 |
| Rothschild Investment LLC | 33,859 | $237.4 萬 | 0.20% | +33,859 | 新進 |
| Great Valley Advisor Group, Inc. | 33,914 | $237.8 萬 | 0.08% | +7,818+30.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 34,196 | $239.8 萬 | 0.14% | +666+2.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 34,500 | $241.9 萬 | 0.04% | +34,500 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 34,521 | $242.1 萬 | 0.06% | +100+0.3% | 加碼 |
| Day & Ennis, LLC | 34,759 | $243.7 萬 | 0.86% | +43+0.1% | 加碼 |
| Courier Capital LLC | 35,091 | $246.1 萬 | 0.19% | +984+2.9% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 35,266 | $247.3 萬 | 0.47% | +1,431+4.2% | 加碼 |
| Peapack Gladstone Financial Corp | 35,389 | $248.1 萬 | 0.04% | −50−0.1% | 減碼 |
| Essex Financial Services, Inc. | 35,492 | $248.9 萬 | 0.26% | −508−1.4% | 減碼 |
| Private Capital Management, LLC | 35,582 | $249.5 萬 | 0.28% | +28,000+369.3% | 加碼 |
| Quantitative Investment Management, LLC | 36,026 | $252.6 萬 | 0.15% | +36,026 | 新進 |
| Bailard, Inc. | 36,048 | $252.8 萬 | 0.07% | −481−1.3% | 減碼 |
| Everence Capital Management Inc | 36,061 | $252.9 萬 | 0.18% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 36,321 | $254.7 萬 | 1.57% | −2,307−6.0% | 減碼 |
| Resources Investment Advisors, LLC. | 36,345 | $254.8 萬 | 0.04% | +2,651+7.9% | 加碼 |
| Brown Advisory Inc | 36,499 | $255.9 萬 | 0.00% | +5,018+15.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,566 | $256.2 萬 | 0.03% | +1,254+3.6% | 加碼 |
| Harbour Trust & Investment Management Co | 36,547 | $256.3 萬 | 0.36% | +36,547 | 新進 |
| Woodmont Investment Counsel LLC | 36,742 | $257.6 萬 | 0.24% | −809−2.2% | 減碼 |
| Norinchukin Bank, The | 36,764 | $257.8 萬 | 0.06% | −1,223−3.2% | 減碼 |
| HighPoint Advisor Group LLC | 37,062 | $258.5 萬 | 0.19% | +37,062 | 新進 |
| Lantz Financial LLC | 36,884 | $258.6 萬 | 0.93% | −2,281−5.8% | 減碼 |
| TrueWealth Advisors, LLC | 37,061 | $259.9 萬 | 1.01% | +12,932+53.6% | 加碼 |
| Bokf, NA | 37,075 | $260.0 萬 | 0.05% | −78−0.2% | 減碼 |
| McRae Capital Management Inc | 37,154 | $260.5 萬 | 0.65% | −1,050−2.7% | 減碼 |
| United Bank | 37,188 | $260.8 萬 | 1.44% | −431−1.1% | 減碼 |
| Family Legacy, Inc. | 37,538 | $263.2 萬 | 1.00% | −56−0.1% | 減碼 |
| Empirical Finance, LLC | 37,571 | $263.4 萬 | 0.18% | +287+0.8% | 加碼 |
| Illinois Municipal Retirement Fund | 37,607 | $263.7 萬 | 0.04% | −70,212−65.1% | 減碼 |
| Eudaimonia Advisors LLC | 37,649 | $264.0 萬 | 1.71% | −30.0% | 減碼 |
| Park Avenue Securities LLC | 37,697 | $264.3 萬 | 0.04% | +241+0.6% | 加碼 |
| Mitchell Sinkler & Starr | 37,850 | $265.4 萬 | 0.48% | +11,607+44.2% | 加碼 |
| Mainstay Capital Management LLC | 37,992 | $266.4 萬 | 0.51% | +6,125+19.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,320 | $268.7 萬 | 0.01% | +60+0.2% | 加碼 |
| Miller Howard Investments Inc | 38,465 | $269.7 萬 | 0.09% | −5,439−12.4% | 減碼 |
| Great Lakes Advisors, LLC | 38,590 | $270.6 萬 | 0.03% | −15,507−28.7% | 減碼 |
| Sovereign Financial Group, Inc. | 38,743 | $271.7 萬 | 0.83% | −635−1.6% | 減碼 |
| Ronald Blue Trust, Inc. | 42,045 | $272.1 萬 | 0.04% | +4,945+13.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 38,854 | $272.4 萬 | 0.19% | +2,066+5.6% | 加碼 |
| Pettyjohn, Wood & White, Inc | 38,910 | $272.8 萬 | 0.59% | −1,520−3.8% | 減碼 |
| Verition Fund Management LLC | 39,064 | $273.9 萬 | 0.03% | −866,438−95.7% | 減碼 |
| Providence Capital Advisors, LLC | 39,092 | $274.1 萬 | 0.66% | +37,503+2,360.2% | 加碼 |
| Brick & Kyle, Associates | 39,534 | $277.2 萬 | 1.38% | −494−1.2% | 減碼 |
| Walleye Capital LLC | 39,539 | $277.2 萬 | 0.04% | −121,020−75.4% | 減碼 |
| Wesbanco Bank Inc | 39,801 | $279.1 萬 | 0.16% | −14,198−26.3% | 減碼 |
| Dearborn Partners LLC | 39,829 | $279.3 萬 | 0.10% | +90.0% | 加碼 |
| Raleigh Capital Management Inc. | 39,834 | $279.3 萬 | 1.30% | −980−2.4% | 減碼 |
| Tiaa Trust, National Association | 39,842 | $279.4 萬 | 0.01% | −724−1.8% | 減碼 |
| GYL Financial Synergies, LLC | 40,075 | $281.0 萬 | 0.23% | +1,477+3.8% | 加碼 |
| Argent Trust Co | 40,077 | $281.0 萬 | 0.14% | −1,240−3.0% | 減碼 |
| Clarkston Capital Partners, LLC | 40,262 | $282.3 萬 | 0.05% | 00.0% | 不變 |
| Merit Financial Group, LLC | 40,343 | $282.9 萬 | 0.09% | +5,195+14.8% | 加碼 |
| Equitable Holdings, Inc. | 40,616 | $284.8 萬 | 0.04% | +4,132+11.3% | 加碼 |
| Los Angeles Capital Management LLC | 40,634 | $284.9 萬 | 0.01% | +375+0.9% | 加碼 |
| Morton Community Bank | 41,185 | $288.8 萬 | 0.94% | +41,185 | 新進 |
| Virginia Wealth Management Group, Inc. | 41,780 | $293.0 萬 | 2.56% | −20,194−32.6% | 減碼 |
| OneAscent Wealth Management LLC | 42,205 | $295.9 萬 | 1.18% | +1,888+4.7% | 加碼 |
| Rench Wealth Management, Inc. | 42,637 | $299.0 萬 | 1.26% | −483−1.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 43,030 | $301.7 萬 | 0.14% | +940+2.2% | 加碼 |
| LongView Wealth Management | 42,137 | $302.8 萬 | 1.35% | +42,137 | 新進 |
| Lakeview Capital Partners, LLC | 43,209 | $303.0 萬 | 0.54% | −99−0.2% | 減碼 |
| Shorepoint Capital Partners LLC | 43,392 | $304.3 萬 | 0.82% | +1,890+4.6% | 加碼 |
| Richard Bernstein Advisors LLC | 43,628 | $305.9 萬 | 0.07% | −10,411−19.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 43,747 | $306.8 萬 | 0.17% | +1,417+3.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,793 | $307.1 萬 | 0.33% | +687+1.6% | 加碼 |
| MTM Investment Management, LLC | 43,852 | $307.5 萬 | 1.41% | +36+0.1% | 加碼 |
| Capital Investment Counsel, LLC | 43,919 | $308.0 萬 | 1.16% | +43,919 | 新進 |
| Profund Advisors LLC | 44,091 | $309.2 萬 | 0.13% | −1,152−2.5% | 減碼 |
| Canandaigua National Bank & Trust Co | 44,103 | $309.3 萬 | 0.48% | −1,347−3.0% | 減碼 |
| Fulton Bank, N.A. | 44,116 | $309.3 萬 | 0.14% | −138−0.3% | 減碼 |
| Metropolitan Life Insurance Co | 44,393 | $311.3 萬 | 0.15% | −727−1.6% | 減碼 |
| Patrick Mauro Investment Advisor, INC. | 44,707 | $313.5 萬 | 1.87% | −85−0.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 44,771 | $313.9 萬 | 0.05% | −3,256−6.8% | 減碼 |
| Hengehold Capital Management LLC | 44,876 | $314.7 萬 | 0.37% | −201−0.4% | 減碼 |
| Red Cedar Investment Management, LLC | 44,897 | $314.8 萬 | 0.45% | 00.0% | 不變 |
| Csenge Advisory Group | 45,338 | $317.9 萬 | 0.20% | −925−2.0% | 減碼 |
| Palisade Asset Management, LLC | 45,394 | $318.3 萬 | 0.35% | −2,180−4.6% | 減碼 |
| Signaturefd, LLC | 45,548 | $319.4 萬 | 0.07% | +375+0.8% | 加碼 |
| Waters Parkerson & Co., LLC | 45,666 | $320.2 萬 | 0.18% | +21,438+88.5% | 加碼 |